Fedspeak
60 posts
Paid-members
Fedspeak Monitor 8/4/24
Just a couple of reactions to the jobs data last week from Barkin and Goolsbee, both downplaying the jobs report.
Fedspeak Monitor 7/21/24
Another week of Fedspeak hearing from the dovish side of the Committee, who are mostly pushing back on July.
Paid-members
Fedspeak Monitor 7/12/24
Powell laid the groundwork for rate cuts this week. While he wasn't specific about timing at the Humphrey Hawkins hearings, he was dovish enough that the subsequent inflation release solidifies a September start to the cutting cycle.
Paid-members
Fedspeak Monitor 7/6/24
While still no one is willing to explicitly say it's time to go, the Fedspeak leaned dovish this week.